Yacktman Asset Management LP

RIASEC RegisteredEst. 2012

Total AUM

$11.7B

Discretionary

$11.7B

100% of AUM

Avg account

$18.4M

Accounts

636

Employees

Advisory reps

Firm details

Headquarters: Austin, Texas
CRD number: 164420
Registered since: June 15, 2012
Website: yacktman.com
Custodians: GOLDMAN SACHS & CO. LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies82.24%
HNWI11.42%
Pooled Investment Vehicles5.67%
Pension & Profit Sharing Plans0.67%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Yacktman Asset Management LP is run as a limited partnership and operates as an investment manager with a hedge-fund orientation. Its clients include individuals, families and institutional investors, and the firm provides portfolio management across separately managed accounts, pooled vehicles and investment companies, as well as advisory services to businesses and institutions. Compensation combines a percentage-of-assets model with performance-based fees. The firm is not positioned as an active ESG investor and lists industry roles beyond pure advisory work, including activity as a sponsor/GP or managing member of pooled vehicles and affiliations that include broker-dealer and CPO/CTA-type roles.